STRATEGIES FOR THE
DAYS AHEAD.
goals and needs. Our primary focus is to help protect our client’s principal and earned
interest, while providing income that they can never outlive.
FUTURE, KNOWLEDGE IS THE CRITICAL
FIRST STEP.
YOU IN THE FINANCIAL KNOW.
Welcome To AIM Safe Money Advisors Website
Financial Services
Our primary goal is keeping our clients’ money safe from volatile and risky investments.
Insurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
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Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.
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AIM SAFE MONEY ADVISORS BLOG
By Andy Ives, CFP®, AIF® IRA Analyst It’s a new year, and the slate is wiped clean. Here we go again! While we are only one week into 2026, there are some important IRA and work plan transactions to be aware of: First RMDs. For anyone turning age 73 in 2026, this year...
Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
By Ian Berger, JD IRA Analyst Since 2010, participants in certain private sector 401(k) plans have been able to boost their Roth retirement savings by doing an “in-plan Roth conversion” of non-Roth plan funds to a Roth account within the same plan. This plan feature...
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